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Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
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
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2024
DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
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
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023
Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
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
Bridget Sullivan Mermel CFP(R) CPA
Dec 12, 2023
The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
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
Bridget Sullivan Mermel CFP(R) CPA
Nov 29, 2022
Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
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